Ballast, Inc.: 13F holdings

CIK 17304772026Q2

Positions156
Reported value$530.2m
Filed2026-07-10

Change since last quarter

Positions156 (+23 vs prior quarter)
Reported value$530.2m (+22.6%)

Top 10 holdings

SecuritySharesValueWeight
VB VANGUARD INDEX FDS184,845$56.0m10.6%
VO VANGUARD INDEX FDS616,950$49.7m9.4%
SPHQ INVESCO EXCHANGE TRADED FD T368,869$33.2m6.3%
VYM VANGUARD WHITEHALL FDS150,142$23.7m4.5%
RSP INVESCO EXCHANGE TRADED FD T99,938$21.3m4.0%
VEU VANGUARD INTL EQUITY INDEX F247,007$20.7m3.9%
SHY ISHARES TR245,825$20.2m3.8%
IWD ISHARES TR74,114$18.0m3.4%
IWF ISHARES TR120,713$15.0m2.8%
AAPL APPLE INC50,867$14.7m2.8%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1730477")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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